My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

Interests

When I'm not working, I'm usually busy with my daughter , Sophia. We spend time doing many of your average 4 year old activities, such as going to the zoo, coloring, or reading stories. I love to cook, volunteer work, theater, and dance. In my free time, I also enjoy rehabbing old homes and bringing them back to life. Family and friends are an important part of my life.

Client Satisfaction Score: The Client Satisfaction Survey score is based on response to the survey gathered within the preceding two years. Information since then may have changed. The survey rates advisors on the following criteria: overall satisfaction with the advisor, the advisor's financial knowledge, the advisor's ability to provide financial advice that suits the individual needs of the client, and the adequacy of the amount of contact with the advisor. An Advisor's score is based on an average of all responses for the advisor. There is no minimum number of respondents required for an advisor to receive a score. Client experiences may vary and working with any Ameriprise financial advisor is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial advisor's qualifications. *Not all clients may respond to these questions. The numbers are averaged into responses to other survey questions to form the Client Satisfaction Score.

1The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Million Dollar Round Table (MDRT) is an independent association of the world's leading life insurance and financial services professionals. Membership in MDRT is based on minimum commission and gross business generated within a year. MDRT status designations are granted for one year, and members must apply annually to continue their affiliation with MDRT. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

The Confident Retirement approach is not a guarantee of future financial results.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.